Defined Benefit (Pension) · DOL Form 5500 · 2024

Commonwealth Federal Credit Union Dba Commonwealth Credit Union Pension Plan

Data updated 2026-08-11

$59M
Total assets: 130
Participants: 86th
Percentile by assets: $453,798
Avg per participant

Official DOL plan name: Commonwealth Credit Union Pension Plan · Sponsored by Commonwealth Federal Credit Union Dba Commonwealth Credit Union · Kentucky · Finance & Insurance

$59M in assets, 130 participants

Commonwealth Federal Credit Union Dba Commonwealth Credit Union's Commonwealth Credit Union Pension Plan reported $59M in total assets and 130 participants in its 2024 DOL Form 5500 filing, ranking in the 86th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

86th percentile by assets (of 123,622 plans)
#6,679 in Finance & Insurance (8,549 peers)

Coverage in Kentucky

Commonwealth Credit Union Pension Plan covers 130 participants in Kentucky, about 20% of the average Kentucky filer (state average ~647 per filing). Assets: $59M.

$59M
total plan assets (2024 EOY): 130
covered participants: 86th
percentile by assets (of 123,622 plans): $453,798
avg assets per participant

Commonwealth Credit Union Pension Plan reported net income fell from $7M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Commonwealth Credit Union Pension Plan end-of-year assets rose from $56M in the plan year 2023 filing to $59M in the plan year 2024 filing.
Commonwealth Credit Union Pension Plan reported participants fell from 137 in the plan year 2023 filing to 130 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Kentucky

Industry

Finance & Insurance

Participants vs Kentucky filers

In Kentucky, the average filing covers about 647 participants across 1,300 plans. Commonwealth Credit Union Pension Plan reports 130 participants - about 20% of that state average ($59M EOY assets).

Kentucky filing particulars

Total Assets (Beginning of Year)	$56M
Net Assets (End of Year)	$59M
Net Income	$3M
Employer EIN	610671028
Plan Effective Date	2016-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Commonwealth Federal Credit Union Dba Commonwealth Credit Union)

Total plan assets by year, all Commonwealth Federal Credit Union Dba Commonwealth Credit Union plans on file

Year	Plans	Participants	Total Assets
2022	3	776	$77M
2023	3	815	$90M
2024	2	487	$79M

Nearby Defined Benefit (Pension) Plans in Kentucky

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Commonwealth Credit Union Pension Plan vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants

Lg&e and Ku Pension Plan $1.0B · 742
Ashland Hercules Pension Plan $924M · 43
Yum Brands Retirement Plan $711M · 2,572
Brown-Forman Corporation Salaried Employees Retirement Plan $478M · 1,237
Ashland Hercules Pension Plan II $441M · 69

Compare Commonwealth Credit Union Pension Plan side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Commonwealth Credit Union Pension Plan by total assets, not by location.

Christian Labor Assn Pension Trust Defined Benefit Plan (MN) $59M · 393
Walton Electric Membership Corporation Pension Plan (GA) $59M · 134
Retirement Plan of the Tennessee Farm Bureau Feder (TN) $59M · 64
Plumbers & Pipefitters Local 152 Pension Tr Fund (WV) $59M · 283

Frequently Asked Questions

How did Commonwealth Credit Union Pension Plan assets move in 2024? ▼

Commonwealth Credit Union Pension Plan grew at a solid clip - up 6.0% during 2024, from $56M to $59M. Reported net income was $3M.

How have Commonwealth Federal Credit Union Dba Commonwealth Credit Union plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Commonwealth Federal Credit Union Dba Commonwealth Credit Union's sponsor-wide assets grew 2.8%, from $77M to $79M.

Where does Commonwealth Credit Union Pension Plan rank by assets among Form 5500 filers? ▼

Commonwealth Credit Union Pension Plan ranks in the 86th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which Defined Benefit (Pension) plans are similar in size to Commonwealth Credit Union Pension Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Christian Labor Assn Pension Trust Defined Benefit Plan in MN ($59M, 393 participants).

Next read for Commonwealth Credit Union Pension Plan

Filing takeaways

Ways to act on Commonwealth Credit Union Pension Plan's numbers.

By total assets, Commonwealth Credit Union Pension Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Kentucky. Compare plans
Commonwealth Federal Credit Union Dba Commonwealth Credit Union's sponsor-wide assets have grown 2.8% since 2022 across 3 plan years on file. More Finance & Insurance plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 610671028.